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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,596 | $111,814+16.8% | $103,378+26.3% | $145,978-10.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 20.03% | 24.80%-4.8pp | 24.91%-4.9pp | 550.52%-530.5pp |
| Employer contribution / active EE | $4,444 | $4,215+5.4% | $3,870+14.8% | $4,662-4.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,997 | $9,764-18.1% | $8,401-4.8% | $13,400-40.3% |